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Capital Financial Planners Employee Directory

Financial ServicesOregon, United States2-10 Employees

Capital Financial Planners is an independent, fee-only planning and wealth advisory firm serving individuals, families, and institutions. Based in Salem, Oregon, the company offers financial guidance aimed at helping clients make informed decisions around their financial goals and resources. Operating within the financial services industry, it positions itself as a straightforward, client-centered resource for comprehensive planning without reliance on commissions. The firm emphasizes independent advice and a focus on planning and wealth management, serving a diverse clientele in the local market. Its location in Salem situates it within the Pacific Northwest financial services ecosystem, and its size suggests a boutique practice attentive to personalized service.

Find Capital Financial Planners employees' phone numbers or email addresses

Capital Financial Planners Global Highlights

Location
Employees

North America
6

Minus sign iconPlus sign icon
  • United States Of America
    6

Capital Financial Planners's Leadership

  • Owner at Capital Financial Planners
    J. H.
    Owner
    Mobile Phone
  • Operations And Client Services Manager at Capital Financial Planners
    D. J.
    Operations And Client Services Manager
    Mobile Phone
  • Principal at Capital Financial Planners
    C. C.
    Principal
    Mobile Phone
  • Wealth Advisor at Capital Financial Planners
    B. N.
    Wealth Advisor
    Mobile Phone
  • Securities And Advisory Services at Capital Financial Planners
    B. N.
    Securities And Advisory Services
    Mobile Phone

Capital Financial Planners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Capital Financial Planners

Name
Title
Contact
Location
Last Update
  • Owner at Capital Financial Planners
    J. H.
    Owner
    Mobile Phone
    United States, Oregon
    Oct 16, 2024
  • Operations And Client Services Manager at Capital Financial Planners
    D. J.
    Operations And Client Services Manager
    Mobile Phone
    United States, Oregon
    Jun 08, 2026
  • Principal at Capital Financial Planners
    C. C.
    Principal
    Mobile Phone
    United States
    Apr 14, 2026
  • Wealth Advisor at Capital Financial Planners
    B. N.
    Wealth Advisor
    Mobile Phone
    United States, Massachusetts
    Apr 15, 2026
  • Securities And Advisory Services at Capital Financial Planners
    B. N.
    Securities And Advisory Services
    Mobile Phone
    UNITED STATES
    Jun 08, 2026

Frequently Asked Questions

What is Capital Financial Planners known for?

Minus sign iconPlus sign iconCapital Financial Planners was founded in 1984 and operates in the Financial Services industry. You can contact Capital Financial Planners's main corporate office by phone at
+1-503-585-****
. Explore Capital Financial Planners's company overview page for more information.

What is Capital Financial Planners's most common email format?

Minus sign iconPlus sign iconCapital Financial Planners employees' email format typically follows the pattern of First@capfina.com. Trying to find reliable and up-to-date employee contact data? Find more Capital Financial Planners email formats with LeadIQ.

How many employees does Capital Financial Planners have currently?

Minus sign iconPlus sign iconCapital Financial Planners has approximately 7 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Capital Financial Planners's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Capital Financial Planners's key employees include:

  • Owner: J. H.
  • Operations And Client Services Manager: D. J.
  • Principal: C. C.
  • Wealth Advisor: B. N.
  • Securities And Advisory Services: B. N.

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